JWM
Janiczek Wealth Management’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.2K | Hold |
121
| – | – | ﹤0.01% | 715 |
|
|
2024
Q1 | $5.32K | Hold |
121
| – | – | ﹤0.01% | 753 |
|
|
2023
Q4 | $6.09K | Buy |
121
+116
| +2,320% | +$5.84K | ﹤0.01% | 732 |
|
|
2023
Q3 | $213 | Hold |
5
| – | – | ﹤0.01% | 1027 |
|
|
2023
Q2 | $239 | Hold |
5
| – | – | ﹤0.01% | 952 |
|
|
2023
Q1 | $218 | Sell |
5
-31
| -86% | -$1.35K | ﹤0.01% | 963 |
|
|
2022
Q4 | $1.79K | Sell |
36
-242
| -87% | -$12.1K | ﹤0.01% | 788 |
|
|
2022
Q3 | $10K | Sell |
278
-190
| -41% | -$6.84K | ﹤0.01% | 550 |
|
|
2022
Q2 | $25K | Buy |
468
+19
| +4% | +$1.02K | 0.01% | 437 |
|
|
2022
Q1 | $28K | Hold |
449
| – | – | 0.01% | 400 |
|
|
2021
Q4 | $23K | Sell |
449
-497
| -53% | -$25.5K | 0.01% | 455 |
|
|
2021
Q3 | $52K | Buy |
946
+90
| +11% | +$4.95K | 0.02% | 277 |
|
|
2021
Q2 | $49K | Buy |
856
+9
| +1% | +$515 | 0.02% | 258 |
|
|
2021
Q1 | $45K | Buy |
847
+163
| +24% | +$8.66K | 0.02% | 253 |
|
|
2020
Q4 | $34K | Buy |
684
+613
| +863% | +$30.5K | 0.02% | 260 |
|
|
2020
Q3 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 479 |
|